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Denise Filipchuck


October 2020

PARKLAND Farm Advisor Meeting

October 28 @ 9:00 am - 10:30 am
Ventures Community Futures, 204 Smith Street East
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RSVP by Monday October 26 to Denise@filipchuckmanagement.com Raymond Riel CFP CEC CAFA  Paradigm Shift. Early in Ray's 25-year financial planning career, he recognized that a farmer's needs in terms of planning were far more complex than the average persons. Ray's previous farming experience having been part of a family farm unit, made him especially sensitive to the notion that helping a farm family prepare for an exit into retirement or succession was a bigger challenge than simply positioning an investment portfolio, life insurance policy or modifying a business structure. Successful transitions required a combination of a healthy family dynamics, financial literacy, business acumen and the respect for and adoption of professional advice. Ray went to high school in Rockglen, Sk., and farmed with his parents near the…

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